Tax and Financial Advisor
Joel has been in the financial services industry since 1998. He specializes in helping clients with their needs related to tax, investment management, insurance, retirement and estate planning, and wealth management. Joel’s primary focus is helping clients achieve their financial goals. His dedication stems from his many years of experience in the financial industry. Plainly put, Joel cares about his clients.
The father of two active twin boys, and the husband to an amazing wife, Kim. Joel loves spending time with his family when he’s not working. He grew up in Southern California so he’s also no stranger to living a healthy, outdoorsy lifestyle. Some of Joel’s favorite activities include cycling, cooking, and golfing. In fact, Joel is quite the accomplished golfer, having played in several Champions Tours pro-am event. And seeing as he’s such a golf nut, it makes perfect sense that a couple of Joel’s favorite movies are the Chevy Chase golf comedy, “Caddyshack,” and “Tin Cup” with Kevin Costner.